HoldingsChannel.com
Wedge Capital Management L L P NC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
Ally Financial Inc 5,130,879 +254,135 $156,800
     ALLY5,130,879+254,135$156,800
TransDigm Group Incorporated 260,187 -28,530 $145,705
     TDG260,187-28,530$145,705
Universal Health Services Inc. Class B 979,802 -225,607 $140,562
     UHS979,802-225,607$140,562
Murphy Oil Corporation 4,926,552 +2,611 $132,032
     MUR4,926,552+2,611$132,032
Zimmer Biomet Holdings Inc. 882,055 -89,685 $132,026
     ZBH882,055-89,685$132,026
Dover Corporation 1,036,734 -53,911 $119,494
     DOV1,036,734-53,911$119,494
Ashland Global Holdings Inc. 1,518,302 -70,003 $116,196
     ASH1,518,302-70,003$116,196
Lamar Advertising Company Class A 1,300,144 -50,316 $116,051
     LAMR1,300,144-50,316$116,051
Aaron s Inc. 1,982,077 -30,948 $113,196
     AAN1,982,077-30,948$113,196
Republic Services Inc. 1,256,875 -63,076 $112,654
     RSG1,256,875-63,076$112,654
FirstEnergy Corp. 2,299,011 -22,390 $111,732
     FE2,299,011-22,390$111,732
EPR Properties 1,550,681 +13,042 $109,540
     EPR1,550,681+13,042$109,540
Adtalem Global Education Inc. 3,008,121 -38,154 $105,194
     ATGE3,008,121-38,154$105,194
Signature Bank 698,964 -36,359 $95,485
     SBNY698,964-36,359$95,485
Packaging Corporation of America 836,900 -41,845 $93,724
     PKG836,900-41,845$93,724
Dana Incorporated 5,090,152 -1,011,987 $92,641
     DAN5,090,152-1,011,987$92,641
AerCap Holdings NV 1,501,495 -151,899 $92,297
     AER1,501,495-151,899$92,297
Entergy Corporation 737,657 -31,940 $88,371
     ETR737,657-31,940$88,371
AvalonBay Communities Inc. 412,847 -18,862 $86,574
     AVB412,847-18,862$86,574
Altice USA Inc. Class A 3,000,332 +153,185 $82,029
     ATUS3,000,332+153,185$82,029
Evergy Inc. 1,207,110 +81,359 $78,571
     EVRG1,207,110+81,359$78,571
Wyndham Destinations Inc. 1,469,226 -188,155 $75,944
     WYND1,469,226-188,155$75,944
Fidelity National Financial Inc. FNF Group 1,668,061 -362,281 $75,647
     FNF1,668,061-362,281$75,647
Marvell Technology Group Ltd. 2,690,437 -746,270 $71,458
     MRVL2,690,437-746,270$71,458
Pinnacle Financial Partners Inc. 1,047,847 -36,055 $67,062
     PNFP1,047,847-36,055$67,062
MGM Growth Properties LLC Class A 2,059,994 +127,542 $63,798
     MGP2,059,994+127,542$63,798
Assurant Inc. 486,049 -314,287 $63,711
     AIZ486,049-314,287$63,711
Marriott Vacations Worldwide Corporation 478,030 -128,085 $61,551
     VAC478,030-128,085$61,551
EQT Corporation 5,550,503 +922,071 $60,500
     EQT5,550,503+922,071$60,500
Alaska Air Group Inc. 883,050 -42,439 $59,827
     ALK883,050-42,439$59,827
Equitrans Midstream Corp. 4,438,343 +187,724 $59,296
     ETRN4,438,343+187,724$59,296
Qurate Retail Inc. Class A 6,996,305 +833,543 $58,979
     QRTEA6,996,305+833,543$58,979
UGI Corporation 1,276,546 +77,673 $57,649
     UGI1,276,546+77,673$57,649
MFA Financial Inc. 7,371,135 -393,278 $56,389
     MFA7,371,135-393,278$56,389
Eastman Chemical Company 686,867 -106,932 $54,441
     EMN686,867-106,932$54,441
Portland General Electric Company 969,885 +47,425 $54,110
     POR969,885+47,425$54,110
Fifth Third Bancorp 1,738,061 -100,010 $53,428
     FITB1,738,061-100,010$53,428
US Foods Holding Corp. 1,208,588 +1,208,588 $50,628
     USFD1,208,588+1,208,588$50,628
Apple Inc. 171,354 +162,590 $50,318
     AAPL171,354+162,590$50,318
Colfax Corporation 1,352,150 -67,885 $49,191
     CFX1,352,150-67,885$49,191
Accenture Plc Class A 227,856 -8,804 $47,980
     ACN227,856-8,804$47,980
Microsoft Corporation 303,178 -41,957 $47,811
     MSFT303,178-41,957$47,811
Skyworks Solutions Inc. 391,637 +391,637 $47,341
     SWKS391,637+391,637$47,341
Fair Isaac Corporation 126,121 -14,071 $47,255
     FICO126,121-14,071$47,255
Cerner Corporation 639,560 -14,311 $46,937
     CERN639,560-14,311$46,937
Intel Corporation 783,465 +774,400 $46,890
     INTC783,465+774,400$46,890
Huntington Ingalls Industries Inc. 186,781 +186,781 $46,860
     HII186,781+186,781$46,860
Paycom Software Inc. 176,207 -33,972 $46,653
     PAYC176,207-33,972$46,653
Axis Capital Holdings Limited 784,087 +199,720 $46,606
     AXS784,087+199,720$46,606
Northrop Grumman Corporation 134,336 +10,132 $46,208
     NOC134,336+10,132$46,208

See Full List: All Stocks Held By Wedge Capital Management L L P NC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Wedge Capital Management L L P NC

Size ($ in 1000's)
At 12/31/2019: $8,962,377
At 09/30/2019: $8,603,993

Wedge Capital Management L L P NC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Wedge Capital Management L L P NC 13F filings. Link to 13F filings: SEC filings

Wedge Capital Management L L P NC Top Holdings 13F Filings | www.HoldingsChannel.com

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